Salesforce is a well-made tool, we all know—more than 150,000 people use it. But what if you could take it up a notch?
Yes, we are talking about Salesforce integrations.
If you have been using Salesforce for some time now, you already know that it can be integrated with several tools. This makes it more effective and ensures it goes beyond a conventional Customer Relationship Management or CRM.
Ahead, we talk about the top Salesforce integrations that enable automated workflow, seamless communication, and so much more. Let's take a look!
1. Fireflies.ai
When it comes to Salesforce integrations, the first tool that you need is Fireflies.ai.
Why?
Well, imagine you just had a crucial client discussion. Three main points were discussed. The next day, for the life of you, you are unable to recall the third point. However, you don't have to worry about a thing because Fireflies.ai remembers everything.
Fireflies automatically transcribes your calls and meetings and then logs the transcriptions, notes, and audio recordings into Salesforce. This eliminates manual data entry, saving time and reducing the risk of manual errors. Plus, with Fireflies taking notes, you can engage fully in conversations and revisit them later or easily share recaps with stakeholders.
Additionally, you can teach Fireflies to take meeting notes your way and extract only the insights you need from the conversations to save time and review calls faster.
Key Features:
- Accurately transcribes and summarizes conversations so you can focus on conversations
- Eliminates manual data entry into the CRM
- Customizable meeting summaries for reviewing calls faster
- Streamlined workflows with organized and easily accessible meeting notes within Salesforce.
Pricing: Salesforce integration is available on Fireflies' business tier and above. The Business tier is priced at $19 per seat/month billed annually.
2. Slack
Slack has more than 20 million users. And a fun fact: Salesforce owns it. So, you can imagine how seamless the sales integrations between the two are!
Let's say your sales team is handling a complex deal. Slack streamlines communication, speeds up decision-making and lets everyone stay in the loop.
The powerful integration between the two enhances teamwork, encourages innovation, and pushes sales efficiency to new heights.
Key Features:
- Receive instant updates on Salesforce activities directly
- Easily create, assign, and update Salesforce tasks without leaving Slack
- Share Salesforce records, insights, and updates within Slack
Price: Free Trial available + Additional charges may apply.
3. Outlook
The Salesforce Outlook integration is a great option for a myriad of businesses today.
Imagine all your emails, calendars, and contacts are synced seamlessly. It transforms how sales professionals manage interactions.
With Outlook integrated into Salesforce, communication becomes a strategic asset. You can log emails and schedule follow-ups, all directly within Salesforce. The Salesforce Outlook integration not only saves time but also helps with crucial client interactions, ensuring you never miss anything important.
Key Features:
- Track and log emails directly within Salesforce
- Synchronize calendars between Outlook and Salesforce
- Easily update and manage Salesforce contacts and leads directly from Outlook
Price: $10/user/month
4. HubSpot
HubSpot is a comprehensive CRM and marketing automation platform, which easily integrates with Salesforce to redefine customer engagement and empower sales teams. A powerful duo for sure!
This integration combines the best of both worlds, balancing your marketing efforts and sales strategies.
It's a centralized hub where you can easily transition your leads from marketing to sales.
With HubSpot integrated into Salesforce, you gain an in-depth view of customer interactions. You can also offer personalized engagement. This is one of the perfect Salesforce integrations, isn’t it?
Key Features:
- Helps with smooth data flow between HubSpot and Salesforce
- Efficiently manage leads and opportunities
- Helps with automated lead nurturing strategies
Price:
Professional: $800/month
Enterprise: $3600/month
Neha Kulshreshtha
5. Mailchimp
Does Mailchimp integrate with Salesforce, or does Salesforce integrate with Mailchimp? Well, it doesn't matter how you frame your question. The answer is yes, and it is one of the best Salesforce integrations.
Mailchimp is a powerhouse in email marketing that easily integrates with Salesforce. Why it helps? Because it transforms how businesses engage and take care of leads. Whether it is sales or marketing, it helps you with easy customer communication.
With Mailchimp integrated with Salesforce, sales teams gain valuable insights into customer behavior, and it helps you create personalized interactions.
Key Features:
- Helps maintain consistent customer data between Salesforce and Mailchimp
- Makes it easy to analyze Mailchimp email campaign performance within Salesforce
- Helps use Salesforce data for targeted email lists in Mailchimp
Price: Starting at $13/month for 500 contacts
6. Chili Piper
Chili Piper is a popular appointment scheduling and routing platform and one of the vital Salesforce integrations. It amps up how sales teams manage and convert leads.
Here, you can turn the complex process of scheduling meetings into a seamless experience.
Imagine your potential prospects booking appointments directly within Salesforce. Since it eliminates the need for all the back-and-forth, you also save so much time.
Key Features:
- Schedule appointments instantly
- Easy data flow between Chili Piper and Salesforce
- Intelligent lead routing and automated reminders
Price:
Instant Booker: $15/user/month
Handoff: $25/user/month
Distro: $30/user/month
7. SalesLoft
SalesLoft is one of the best Salesforce integrations for sales engagement. It brings you a unique mix of efficiency and personalization.
SalesLoft's integration not only streamlines workflows but also provides real-time insights into prospect engagement and heightens the effectiveness of sales campaigns.
This creates a productive environment where every interaction is purposeful. It also helps you create a customized and impactful sales experience. This is one of the Salesforce integrations you must try.
Key Features:
- Helps log and track communication activities
- Enhanced Sales Workflow
- Performance Analytics
- Task Automation
Price: Pricing available on request.
8. LinkedIn Sales Navigator
LinkedIn Sales Navigator is known for being an effective tool for social selling, as you can easily identify, target, and engage prospects with its help. This integration changes the prospecting and offers a unique blend of social insights and CRM functionality.
If you are utilizing LinkedIn's rich professional data directly within Salesforce, it helps you build targeted lead lists effortlessly.
Key Features:
- InMail and message tracking
- Lead recommendations
- Integrated sales insights
Price: Starting at $125/user/month
9. ActiveCampaign
ActiveCampaign is a robust marketing automation platform, and with this, you can create a powerful synergy between marketing and sales, ensuring an easy flow of information.
With ActiveCampaign integrated, you can get a comprehensive view of lead engagement. This enables targeted and timely follow-ups, which is a must for a successful business, big or small.
This unique collaboration goes beyond traditional CRM, combining advanced marketing automation with Salesforce's CRM capabilities to improve lead nurturing and optimize the customer journey.
Key Features:
- Automated marketing campaigns
- Real-time activity tracking
- Lead scoring integration
Price: Starting at $29/user/month
10. Zoominfo
Source: ZoominfoZoominfo is a premier B2B contact database today. And this is one of the ideal Salesforce integrations that helps with lead generation and sales prospecting.
Once the integration is done, you or the sales teams can access Zoominfo's extensive database directly within Salesforce.
With ZoomInfo and Salesforce, you can streamline prospecting efforts, identify new opportunities, and make informed decisions.
Key Features:
- Automated data enrichment
- Real-time alerts
- Customizable data mapping
Price: Pricing is available on request.
11. DocuSign
Source: DocuSignThe last one on the list is DocuSign. It is safe to say that it is a leader in e-signature solutions. When integrated with Salesforce, it transforms document management and signature workflows.
This is a great option if you are looking for a paperless experience where contracts, proposals, and agreements are easily managed within Salesforce.
Key Features:
- Automated e-signature workflows
- Integrated document storage
- Customizable templates
Price: Starting at $10/user/month
Parting thoughts
The power of Salesforce integrations lies in enhancing efficiency for sales success. However, a connection with Fireflies and other tools mentioned above can elevate Salesforce beyond CRM and offer you so much more. From task automation to enhanced collaboration, the impact they make is significant.
💡 Supercharge your sales today with Fireflies
Fireflies is the perfect solution to take your team's productivity to the next level with automated note-taking, improved data, and actionable insights.
